Stephenson Financial Services; Investment Management, Insurance, Brokerage

SNBT Home

What SFS Can Do Dina Loomis

Dina Loomis

Registered Administrative Assistant

Email Dina

715-735-2303

Dina is responsible for providing sales support to our Advisors and manages the administrative duties of the Investment Center. She reviews and processes new account applications and related documents; and creates and maintains customer information and accounts. Dina also serves as a client management liaison to resolve processing issues and fulfill questions.
 
She has over 10 years of administrative and insurance sales and service experience. She has held a license for property and casualty insurance in WI & MI since August, 2014.

Dina enjoys spending quality time with her husband, three daughters, and dog Jake. You’ll often find them spending time at their family land.

Credentials

  • Series 7 Securities Registration (held with Cambridge)
  • Series 66 Securities Registration (held with Cambridge)
  • Licensed for insurance in Michigan and Wisconsin

Check the background of investment professionals associated with this site on FINRA's BrokerCheck

BrokerCheck by FINRA

If you would like any further information about these topics, or other areas of investing, please don’t hesitate to contact an investment representative.

dina.loomis@cambridgesecure.com 715-735-2303

Explore

  • What SFS Can Do
  • Your SFS Professionals
  • Pacific Life
  • Pacific Funds
  • American Funds

Your SFS Professionals

  • Sam Hofer
  • Paul Aftanas
  • David McNurlen
  • Hunter Mans
  • Dina Loomis
  • Amy DeKing

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Stephenson National Bank & Trust and Stephenson Financial Services are not affiliated with Cambridge. Non-deposit investment products are not FDIC insured, not bank guaranteed, and may lose value.

This communication is strictly intended for individuals residing in the following states. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Paul Aftanas: AZ, FL, IN, MI, MN, TX, WI
Sam Hofer: FL, GA, MI, PA, WI
Hunter Mans: MI, WI
David McNurlen: MI, WI

Return to Top

Stephenson Financial Services; Investment Management, Insurance, Brokerage